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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 22 · EIN 13-2638166 THE JMR WEALTH MANAGEMENT GROUP · NEW YORK, NY 10171 | Insurance Broker | $188,206 |
ORIENTAL PENSION CONSULTANTS8+ years Filed as: ORIENTAL PENSIONS CONSULTANTS, INC Service code 15 · EIN 59-2356441 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Recordkeeping | $29,843 |
LANDA UMPIERRE PSC7 years Service code 10 PO BOX 363642 · SAN JUAN, PR 009363642 | Accounting | $11,016 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,471 | $91,474+229.6% | $135,982+121.7% | $71,529+321.5% |
| Participation rate | 90.2% | 75.7%+14.5pp | 81.9%+8.2pp | 67.9%+22.2pp |
| Annual return | -0.14% | 29.89%-30.0pp | 68.32%-68.5pp | 28.97%-29.1pp |
| Employer contribution / active EE | $9,157 | $3,705+147.1% | $4,859+88.5% | $2,590+253.6% |
| Participant deferral / active EE | $7,048 | $7,095-0.7% | $7,760-9.2% | $4,291+64.2% |
| Admin fee / account holder | $1,213 | $1,267-4.3% | $10,767-88.7% | $1,588-23.6% |